See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,452 | $52,884-40.5% | $84,750-62.9% | $55,167-43.0% |
| Participation rate | 42.9% | 67.5%-24.7pp | 76.6%-33.7pp | 69.0%-26.1pp |
| Annual return | 5.11% | 18.03%-12.9pp | 22.78%-17.7pp | 169.23%-164.1pp |
| Employer contribution / active EE | $669 | $2,233-70.1% | $3,574-81.3% | $1,963-65.9% |
| Participant deferral / active EE | $1,222 | $2,644-53.8% | $3,712-67.1% | $3,054-60.0% |
| Admin fee / account holder | $23 | $581-96.0% | $5,332-99.6% | $504-95.4% |